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February 8, 2023
Question

I created a budget that should be a fiscal YTD July 2022-June 2023. However, this one is 2022-2023. I am unable to include last months numbers. Can this be changed?

  • February 8, 2023
  • 1 reply
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1 reply

Candice C
February 8, 2023

Good evening, @GJmorrow1

 

Congrats on making your first post here in the Community. Let's work together to figure out a way to get this problem handled. 

 

Let's try fixing a few things within your settings to fix the issue. Here's how: 

 

  1. Go to the Gear (Settings) icon in the top right-hand corner. 
  2. Press the Account and settings option under the "Your company" column. 
  3. Scroll down and choose the Advanced tab. 
  4. In the Accounting portion of the page. 
  5. If the "first month of the fiscal year" field says January, this may be the cause. 
  6. Tap the Edit icon to change it. 

 

It's that easy! Review this guide for more details about budgets.

 

This should do the trick. I'm only a post away if you need me. Have a wonderful day!